Anic Equity¶
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Total return since start: 0.567 %¶
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Equity now: -----------------------------> 47879.99 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46485.04 Kr¶
PnL: ---------------------------------------> -403.53 Kr¶
DD now: ---------------------------------> -1.542 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 16:07:25.770905'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.810000 | 3234.400000 | 263.400000 | 8.870000 | 2971.000006 |
| HEBA B | 70 | 2.290000 | 2817.500000 | 181.500000 | 6.890000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 0.170000 | 2980.000000 | 53.000000 | 1.810000 | 2927.000000 |
| Corem Property Group B | 59 | 1.830000 | 624.810000 | 47.810000 | 8.290000 | 576.999999 |
| Boozt | 12 | 0.710000 | 1698.000000 | 44.000000 | 2.660000 | 1653.999996 |
| AcadeMedia | 12 | 1.090000 | 599.760000 | 42.760000 | 7.680000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.700000 | 394.700000 | 39.700000 | 11.180000 | 355.000000 |
| HMS Networks | 2 | 3.860000 | 711.200000 | 38.200000 | 5.680000 | 673.000000 |
| MedCap | 2 | 3.150000 | 459.000000 | 38.000000 | 9.030000 | 421.000000 |
| Resurs Holding | 22 | -0.220000 | 599.720000 | 25.720000 | 4.480000 | 573.999998 |
| Norva24 Group | 16 | 0.570000 | 563.200000 | 20.200000 | 3.720000 | 543.000000 |
| Intrum | 4 | 1.720000 | 545.200000 | 18.200000 | 3.450000 | 527.000000 |
| Eastnine | 4 | 0.000000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| OEM International B | 7 | -0.510000 | 543.200000 | 15.200000 | 2.880000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 1.670000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| SAAB B | 8 | -1.420000 | 3391.200000 | 14.200000 | 0.420000 | 3377.000000 |
| Coor Service Management Hold. | 8 | 1.640000 | 544.000000 | 12.000000 | 2.260000 | 532.000000 |
| Karnov Group | 9 | 0.330000 | 542.700000 | 6.700000 | 1.250000 | 536.000004 |
| Securitas B | 6 | 2.170000 | 576.240000 | 6.240000 | 1.090000 | 570.000000 |
| CTEK | 13 | 1.230000 | 536.510000 | 2.510000 | 0.470000 | 533.999999 |
| Swedbank A | 3 | -0.190000 | 566.250000 | 2.250000 | 0.400000 | 564.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.590000 | 247.200000 | 1.200000 | 0.490000 | 246.000000 |
| Creaspac SPAC | 6 | -0.210000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Handelsbanken A | 5 | -0.050000 | 543.750000 | -2.250000 | -0.410000 | 546.000000 |
| Midsona B | 63 | 2.700000 | 575.190000 | -7.810000 | -1.340000 | 582.999984 |
| Essity B | 2 | -2.420000 | 563.400000 | -10.600000 | -1.850000 | 574.000000 |
| Nordea Bank Abp | 29 | -0.220000 | 3441.140000 | -12.860000 | -0.370000 | 3453.999992 |
| Essity A | 4 | -2.090000 | 1126.000000 | -23.000000 | -2.000000 | 1149.000000 |
| International Petroleum Corp. | 5 | 3.830000 | 569.000000 | -25.570000 | -4.300000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.910000 | 3808.000000 | -42.000000 | -1.090000 | 3850.000000 |
| Vivesto | 1368 | -0.690000 | 552.670000 | -60.330000 | -9.840000 | 612.999432 |
| Axfood | 13 | -0.210000 | 3653.000000 | -103.000000 | -2.740000 | 3756.000001 |
| OX2 | 18 | -0.930000 | 1435.500000 | -228.500000 | -13.730000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.250000 | 3494.750000 | -316.250000 | -8.300000 | 3810.999990 |
| Ovzon | 52 | 0.180000 | 2886.000000 | -476.000000 | -14.160000 | 3361.999992 |
| TOTAL | 46485.040000 | -403.530000 | -1.54206% | 46888.564618 |
Updated:¶
'2023-01-23 16:07:39.610585'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
